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Strategies & Market Trends : Value Investing

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richardred
To: Paul Senior who wrote (54422)11/21/2014 12:32:55 PM
From: Paul Senior1 Recommendation   of 78742
 
DCI. I've been partial to the filter business. Often filters are a small cost in maintenance of equipment. A necessary item in a necessary expense. DCI says 50% of revenues are replacement filters. They say new CapEx by customers almost everywhere is down though, so that's hurt new business for DCI. The company missed on revenues and profits, and the stock has responded.
I have a few share position in Clarcor (CLC) and DCI, and I've upped DCI by a few more shares today. I'll add more if stock will fall further.

DCI is a solid company with small but increasing dividends. This stock is rarely a value buy, and it may not be now. For me though, with some money that doesn't have to work so hard -- DCI seems a suitable choice to just tuck away a few shares for a few years.

finance.yahoo.com
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